Heritage Investment Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Heritage Investment Group’s Portfolio DFSD Stock Details DFSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.9M	Buy
2025 Q1	$6.71M	Buy
2024 Q4	$6.61M	Buy
2024 Q3	$6.27M	Buy
2024 Q2	$5.76M	Buy
2024 Q1	$5.47M	Buy
2023 Q4	$5.19M	Buy
2023 Q3	$4.88M	Buy